Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Cooper is an investment advisor representative at Beacon Pointe Advisors, LLC. James has been in the financial services industry since 2000. James has registrations in the state of Florida. James has also held previous positions at Securities America, Inc., Moors & Cabot, Inc., and Moors & Cabot Financial Advisors, LLC. Beacon Pointe Advisors, LLC, is a registered investment advisor with headquarters in Newport Beach, California and a branch office in Sarasota, Florida. The firm provides a variety of investment services including financial planning, portfolio management, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/10/2022 - Present
Beacon Pointe Advisors, LLC (Sarasota FL)
NY
02/02/2022 - 08/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
FL
05/19/2009 - 02/03/2022
SECURITIES AMERICA, INC. (SARASOTA FL)
FL
06/20/2008 - 05/15/2009
MOORS & CABOT, INC. (SARASOTA FL)
FL
07/15/2005 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (SARASOTA FL)
FL
08/04/2000 - 08/21/2006
MOORS & CABOT, INC. (SARASOTA FL)
IA
Issued 10/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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